CARIBEquity Investor Toolkit Online

How to Use This Tool ▼

Review financial statements (P&L, balance sheet, cash flow)

Read CEO/management report and key metrics dashboard

Review previous meeting minutes and action items status

Analyze KPIs vs. targets (revenue, burn rate, runway, customer metrics)

Review meeting agenda and supporting materials

Identify key strategic issues or decisions requiring board input

Prepare questions on revenue growth, customer acquisition, and retention

Review competitive landscape and market positioning

Assess progress on strategic milestones and OKRs

Identify potential risks or red flags requiring discussion

Calculate current runway and cash position

Review burn rate trends and cost management

Assess fundraising needs and timing for next round

Evaluate unit economics and path to profitability

Review budget vs. actuals and forecast accuracy

Review key hires, departures, and team structure

Assess founder/CEO performance and support needs

Evaluate operational efficiency and scalability

Review culture, diversity, and employee engagement

Identify areas where board can provide connections or support

Review any legal, regulatory, or compliance issues

Check status of shareholder agreements and cap table

Assess board composition and committee effectiveness

Review any conflicts of interest or related party transactions

Ensure proper documentation and record-keeping

Board Meeting Prep Checklist